Katz Capital streamlines fundraising and investor communications with Agora

About Katz Capital

Established in 2011, Katz Capital focuses on investing in the broader real estate and financial services sectors in strategic locations throughout Florida, Illinois, and the United States, and augmenting returns with non-capital intensive operations.

The firm recently featured in Inc. 5000, a list of the top 5000 fastest growing private companies in the U.S., thanks to their 209% three-year growth in 2023.

The challenges Katz Capital faced

Before using Agora, Katz Capital struggled with disorganized and inefficient fundraising processes. It used to take hours creating and organizing physical subscription documents and manual signatures.

With fundraising for their private lending product a top priority, they needed a solution to streamline these operations. At the same time, it was important for Katz Capital to strengthen their professional image and investor management methods.

From hours to minutes: How Katz Capital raises capital faster with Agora’s comprehensive fundraising tools

Immediately after getting started with Agora, they noticed measurable improvements in their fundraising operations. Matt Stein, Katz Capital’s Chief Development Officer, expands on this:

“Agora has helped us the most with investor onboarding. What used to take hours now just takes minutes. Our investors can fill out an entire subscription document in just 8 to 10 minutes, which has been very helpful from an onboarding standpoint.”

Katz Capital reinforces an impeccable professional image with Agora’s Investor Portal

While raising new capital was a priority, it was also important to the team at Katz Capital to showcase their professionalism, ensuring that they foster strong investor trust. With Agora’s CRM and Investor Portal, they were able to do just that:

“Agora’s CRM allows us to send emails very easily to investors and helps to streamline the entire communication process. It reminds us when we need to communicate with investors and ensures the communications maintain a professional appearance”.

And with all communications and documents centralized in one place for Katz Capital and their investors, they saved time on unnecessary admin and email back-and-forths.

Agora’s world class customer support helps Katz Capital achieve their goals

In addition to helping Katz Capital fundraise faster and improve investor relations, Agora’s customer support worked as an extension of their team to ensure they achieved their goals. Stein adds:

“What I appreciate most about Agora is their people. Their customer service is exceptional, with a genuine commitment to our success. They go above and beyond to assist us whenever needed, operating as a 24/7 service-oriented business. Any issue I encounter is promptly resolved, thanks to their timely support.”

The result: Katz Capital simplifies fundraising and transforms investor relations with Agora

The combination of Agora’s comprehensive investor management software and unbeatable human support helped Katz Capital achieve their fundraising goals and improve their investor relations, paving the way for continued growth.

Contact the Agora team to learn more about our investment management solution and how it can help your real estate investment company reach new heights.